See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,890 | $180,449-16.4% | $154,107-2.1% | $135,375+11.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -5.28% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $6,845 | $6,035+13.4% | $5,298+29.2% | $4,779+43.2% |
| Participant deferral / active EE | $3,502 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $2,670 | $16,143-83.5% | $13,411-80.1% | $10,827-75.3% |